InstaSurv · InstaFlow™

The Complete Survey CRM and Practice Management Platform for Modern Surveyors

InstaSurv gives you more than just software — it powers your entire surveying business from first enquiry to completed report. Save hours on admin, streamline operations, increase profitability, and deliver a faster, more professional customer experience every time.

With powerful CRM tools, intelligent automation, instant quoting, report management, team scheduling, seamless integrations and complete workflow control, InstaSurv becomes more than a platform — it becomes the engine behind your growth.

Less admin. More surveys. Smarter business.

Your workflow

From enquiry to insight — in one flow

InstaSurv and InstaFlow™ guide every step in the order your practice actually works.

01

Client Enquiry

Capture new leads from forms, calls, referrals and landing pages.

02

CRM

Store client details, property data, notes and communication history.

03

Instant Quote

Create accurate survey quotes using property type, location and service rules.

04

Survey Report

Build structured RICS-style reports with templates, evidence and AI assistance.

05

Client Dashboard

Give clients a clear portal for progress, documents, messages and updates.

06

Invoicing

Send invoices, track payments and keep the admin side connected.

07

Reporting

See enquiries, conversion rate, revenue, survey volume and team performance.

Moving from another survey platform? Most practices are live on InstaSurv within a week — without losing momentum.

See how easy switching is

Platform features

Everything your practice needs

InstaSurv and InstaFlow™ bring sales, delivery, compliance and team tools into one platform built for surveyors.

Lead & sales

  • Lead pipeline / stages
  • Automated follow-ups
  • Lead source tracking
  • Referral partner tracking
  • Lead assignment to surveyors

Customer portal

  • Customer login area
  • Live status updates
  • Secure document downloads
  • Customer messaging
  • Review collection after completion
  • Full white-label branding

Compliance

  • Terms of engagement
  • Audit trails
  • PII renewal tracking
  • Compliance reminders
  • Digital signatures

Team operations

  • Staff assignment
  • Workload visibility
  • Team performance dashboards
  • Calendar syncing

Trusted by surveyors across the UK

Practices using InstaSurv and InstaFlow to run inspections, reports, and client work.

InstaSurv cut our report turnaround from days to hours. The defect library alone saves every surveyor time on site.

James Whitfield

Director, Whitfield Building Surveys

Clients love the portal — they accept quotes, view bookings, and download reports without chasing us by email.

Sarah Chen

Practice Manager, Chen & Partners Surveyors

We moved our whole team onto InstaFlow. Leads, quotes, and jobs finally live in one system instead of five spreadsheets.

Michael O'Brien

RICS Building Surveyor, O'Brien Property Consultants

The AI drafting is genuinely useful — it gets the structure right so we focus on professional judgement, not formatting.

Emma Lawson

Senior Surveyor, Lawson Surveying Ltd

Sharing reports with a single link transformed how we work with estate agents. Fewer phone calls, faster completions.

David Patel

Founder, Patel Residential Surveys

InstaSurv cut our report turnaround from days to hours. The defect library alone saves every surveyor time on site.

James Whitfield

Director, Whitfield Building Surveys

Clients love the portal — they accept quotes, view bookings, and download reports without chasing us by email.

Sarah Chen

Practice Manager, Chen & Partners Surveyors

We moved our whole team onto InstaFlow. Leads, quotes, and jobs finally live in one system instead of five spreadsheets.

Michael O'Brien

RICS Building Surveyor, O'Brien Property Consultants

The AI drafting is genuinely useful — it gets the structure right so we focus on professional judgement, not formatting.

Emma Lawson

Senior Surveyor, Lawson Surveying Ltd

Sharing reports with a single link transformed how we work with estate agents. Fewer phone calls, faster completions.

David Patel

Founder, Patel Residential Surveys

Onboarding the practice took an afternoon. Templates matched how we already write Level 2 and Level 3 reports.

Rachel Hughes

Chartered Surveyor, Hughes & Co.

InstaSurv feels built for surveyors, not generic project software. Our reviewers picked it up in a week.

Tom Fletcher

Quality Lead, Fletcher Survey Services

Quote acceptance through the client portal means fewer lost instructions — bookings create themselves.

Helen Morris

Operations Manager, Morris Building Consultancy

Photo handling and inspection notes on tablet work smoothly. We're off Word and PDF chaos for good.

Andrew Clarke

Building Surveyor, Clarke Property Surveys

The trial was long enough to run real jobs. We subscribed before it ended — that's the best endorsement I can give.

Nicola Grant

Director, Grant Surveyors LLP

Onboarding the practice took an afternoon. Templates matched how we already write Level 2 and Level 3 reports.

Rachel Hughes

Chartered Surveyor, Hughes & Co.

InstaSurv feels built for surveyors, not generic project software. Our reviewers picked it up in a week.

Tom Fletcher

Quality Lead, Fletcher Survey Services

Quote acceptance through the client portal means fewer lost instructions — bookings create themselves.

Helen Morris

Operations Manager, Morris Building Consultancy

Photo handling and inspection notes on tablet work smoothly. We're off Word and PDF chaos for good.

Andrew Clarke

Building Surveyor, Clarke Property Surveys

The trial was long enough to run real jobs. We subscribed before it ended — that's the best endorsement I can give.

Nicola Grant

Director, Grant Surveyors LLP

Simple per-user pricing

No charge for 3 months, then pay per staff user on your account.

3-month free trial · per staff user · cancel anytime

Monthly

£199.00

per user / month

Billed monthly for each staff seat on your account.

Best value

Yearly

£1,699.00

per user / year

~£141.58/mo · save £689.00 per user vs monthly

Client portal login